Purchases and Sales Made in Q2 2024 in Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV) during Q2 2024. The information is specifically focused on institutions that hold shares of TRAVELERS COMPANIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6- 0.06% |
$1.22K - $1.39K
|
9.51K
$2.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6- 0.04% |
$1.22K - $1.39K
|
14.7K
$3.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 15.0% |
$1.22K - $1.39K
|
34
$8.95K
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.04% |
$1.42K - $1.62K
|
16.3K
$4.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-7- 0.04% |
$1.42K - $1.62K
|
16.5K
$4.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-7- 53.85% |
$1.42K - $1.62K
|
6
$1.58K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-8- 2.15% |
$1.63K - $1.85K
|
364
$95.8K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-8- 0.21% |
$1.63K - $1.85K
|
3.76K
$990K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-9- 4.89% |
$1.83K - $2.08K
|
175
$46.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-9- 0.24% |
$1.83K - $2.08K
|
3.78K
$995K
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-9- 1.45% |
$1.83K - $2.08K
|
613
$161K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-9- 75.0% |
$1.83K - $2.08K
|
3
$790
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.44% |
$2.03K - $2.31K
|
2.29K
$602K
|
|
|
Aug 06, 2024
Q2 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-11- 0.94% |
$2.24K - $2.54K
|
1.16K
$306K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-13- 8.02% |
$2.64K - $3K
|
149
$39.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-14- 0.54% |
$2.85K - $3.23K
|
2.58K
$679K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-14- 0.08% |
$2.85K - $3.23K
|
17.5K
$4.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-14- 0.73% |
$2.85K - $3.23K
|
1.91K
$501K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-14- 0.06% |
$2.85K - $3.23K
|
22K
$5.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-15- 7.73% |
$3.05K - $3.46K
|
179
$47.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-15- 1.03% |
$3.05K - $3.46K
|
1.45K
$380K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-15- 0.31% |
$3.05K - $3.46K
|
4.79K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-15- 0.34% |
$3.05K - $3.46K
|
4.38K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-15- 0.55% |
$3.05K - $3.46K
|
2.72K
$716K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-15- 1.14% |
$3.05K - $3.46K
|
1.31K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-15- 23.08% |
$3.05K - $3.46K
|
50
$13.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-16- 9.36% |
$3.25K - $3.69K
|
155
$40.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-16- 0.44% |
$3.25K - $3.69K
|
3.65K
$961K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-16- 4.78% |
$3.25K - $3.69K
|
319
$84K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-16- 0.97% |
$3.25K - $3.69K
|
1.63K
$430K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-18- 36.0% |
$3.66K - $4.16K
|
32
$8.42K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-18- 0.31% |
$3.66K - $4.16K
|
5.77K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-18- 0.8% |
$3.66K - $4.16K
|
2.22K
$585K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-20- 0.94% |
$4.07K - $4.62K
|
2.11K
$554K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-20- 1.69% |
$4.07K - $4.62K
|
1.16K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-20- 0.61% |
$4.07K - $4.62K
|
3.28K
$862K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-20- 0.06% |
$4.07K - $4.62K
|
35.1K
$9.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-21- 13.55% |
$4.27K - $4.85K
|
134
$35.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-21- 1.23% |
$4.27K - $4.85K
|
1.68K
$443K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21- 1.03% |
$4.27K - $4.85K
|
2.01K
$529K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-22- 0.91% |
$4.47K - $5.08K
|
2.39K
$628K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-22- 5.21% |
$4.47K - $5.08K
|
400
$105K
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-22- 2.14% |
$4.47K - $5.08K
|
1.01K
$265K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-25- 0.83% |
$5.08K - $5.77K
|
2.98K
$784K
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-25- 0.75% |
$5.08K - $5.77K
|
3.31K
$871K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-25- 0.37% |
$5.08K - $5.77K
|
6.7K
$1.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-26- 1.91% |
$5.29K - $6K
|
1.33K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-26- 0.93% |
$5.29K - $6K
|
2.76K
$728K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-28- 1.85% |
$5.69K - $6.46K
|
1.49K
$391K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-29- 2.04% |
$5.9K - $6.7K
|
1.39K
$366K
|